AXA says it is a step closer to a full roll-out of its wrap platform Elevate after today revealing the name of the second of its six consultative partners on the project.
The Finch Group, specialists in pensions, investments and tax planning, was asked in December 2007 to report back on functionality and service of the developing platform. It was joined by Thinc Group and four other unnamed firms, a group AXA says offered a range of advice models and back-office systems indicative of the variations in the financial advice arena as a whole. AXA says the positive feedback it has so far received has encouraged it to press ahead with expanding the availability of Elevate and to begin introducing new functionality on the platform, including unbundled pricing ...
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